PLEASE JOIN US FOR THIS FREE SEMINAR!

You're responsible for managing ministry finances. How do you stay abreast of legislative, tax, accounting, and banking changes that affect your ministry? The 2011 Financial Forum for Ministries, co-presented by CapinCrouse LLP and ECCU. Sessions are designed for senior and executive pastors, business administrators, CFOs, Treasurers, board and audit committee members. Up to 5 CPE credits will be offered and lunch will be provided.

WHAT YOU CAN EXPECT

Important updates from experts like Dan Busby, president of Evangelical Council for Financial Accountability (ECFA), John Butler, tax counsel for CapinCrouse, and David Lee, ministry development officer for Evangelical Christian Credit Union (ECCU), among others. Planned topics* include the following:

• Recent nonprofit legislative issues and developments
• Long- and short-term tax issues and developments
• How to measure and communicate the financial health of your ministry
• Investment strategies and tactics for managing your ministry's finances during seasons of economic uncertainty
• Timely information to help you better manage your employees' benefit plans

REGISTRATION

• COLORADO SPRINGS, CO
  Tuesday, December 6
  8:30am - 2:30 pm, Lunch Provided
  Every Home for Christ | 640 Chapel Hills Drive | Colorado Springs, CO 80920
  
  • Registration for this event is now closed. If you are still interested in attending, please contact Carina Hill by email at chill@capincrouse.com or by phone at 719.528.6225 ext 1500.

COST

There is no charge for this event but RSVP is requested.

SESSION DESCRIPTIONS *

• What Is Happening on Capitol Hill Impacting Churches and Nonprofits?
  Presented by: Dan Busby, ECFA
• The regulatory environment in Washington, D.C. is more volatile than at any time in recent years. Whether it‘s challenges to the minister's housing allowance, threats to the charitable gift deduction, uncertainties of the health care reform, and much more, the impact on churches and charities - and those who support them financially - are significant. These and many other issues will be discussed in this session.
   
• Tax and Legislative Developments: Long-Term Issues and Hot Short-Term Issues
  Presented by: John Butler, CapinCrouse LLP
• Change has become the norm - find out how the latest congressional and IRS initiatives impact your exempt organization today and in the future. Learn about the most recent developments affecting churches and other nonprofit organizations. This session will highlight Important long-term issues and Hot short-term issues that ministry leaders need to know!
   
• How to Measure and Communicate the Financial Health of Your Ministry
  Presented by: David Lee, ECCU
• When you get an annual physical, one thing the doctor does to determine whether you're healthy is get your blood tested. The lab checks things like cholesterol and triglycerides and sends a printed report to your doctor. Similarly, it's important to regularly evaluate the financial health of your ministry. A comprehensive dashboard will help your staff, boards, and financial supporters quickly identify the financial health of your ministry. We know that financial metrics often reflect our ministry priorities - what we consider important in fulfilling God's mission. But many ministries struggle with what to actually measure, how often, and what kind of reports to produce to communicate the findings? And who should review those reports? This session will help you answer these vital questions.
   
• Survival Mode: Piloting Your Ministry's Finances through the Waters of Economic Uncertainty
  Presented by: Bryan C. Taylor, CFA, Cornerstone Management, Inc.
• How does your ministry navigate the prevailing winds and changing tides of economic uncertainty? Instability often highlights the economic weaknesses of a ministry and elicits fear from constituents and management alike. Join us as we review the opportunities that accompany significant financial turmoil, and learn what other ministries are doing to protect their assets and preserve their ministry. In this session, we will: Analyze productive tactics utilized by other ministries to cope with financial challenges; learn how to define success, analyze benchmarks, and evaluate spending policy; and explore how to avoid critical pitfalls in the investment process.
   
• Slaying the Cost Dragon
  Presented by: George W. Martin, III, Client Executive Senior Vice President, HUB International Insurance Services, Inc.
• In today's environment, organizations need to think creatively when it comes to designing and selecting employee benefit plans. Organizations face challenges in how to best communicate the quality of their benefits programs to their employees and how to educate them regarding healthcare consumerism. In this session, we will review examples of organizations that have made design changes in their benefits packages to stabilize their costs and benefits over a three- to five-year period - both for the organization and for its employees. We will also explore ways to educate employees and help them understand that "we're all in this together", both the employer and the employees.
   

* Presenters and topics covered are subject to change and may not be available at all locations.

CONTINUING PROFESSIONAL EDUCATION

This program allows you to earn up to 5 CPE credits.

Program Level: Basic
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Live

Sponsored by CapinCrouse LL P, this seminar will allow you to qualify for up to 5 hours of Continuing Professional Education (CPE) credit. In accordance with the standards of the National Registry of CPE sponsors, CPE credits will be granted based on a 50-minute hour. The NASBA sponsor number is 103366. For questions or more information concerning the seminar and CPE credit, please contact us at info@capincrouse.com.

For questions or information regarding administrative policies, such as complaints and refunds, please contact Terra Aguirre at taguirre@capincrouse.com or call 317.885.2620.

Capin Crouse LLP is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors, through its website: www.learningmarket.org.